Tired of Struggling with

Marketing that Doesn’t Work?

Niche’ Marketing

Works Better!

Add Value to

Your Practice!

Tired of Struggling with

Marketing that Doesn’t Work?

Your Ongoing Challenge

Discuss life or health insurance, annuities, or retirement planning with a prospect and what commonly happens? Many times, you have a disinterested lead with a future need and no real urgency to talk in detail, much less do business.

Our Niche' Solution!

Focus on what prospects want done now and dovetail their immediate need with your long-term products and services.What is their immediate need? What is their top financial concern? How does that fit with your practice?

Your Ongoing Challenge

Discuss life or health insurance, annuities, or retirement planning with a prospect and what commonly happens? Many times, you have a disinterested lead with a future need and no real urgency to talk in detail, much less do business.

Our Niche' Solution!

Focus on what prospects want done now and dovetail their immediate need with your long-term products and services.What is their immediate need? What is their top financial concern? How does that fit with your practice?

Question first … do you want just sales, or do you really want

relationships?

Marketing-minded, forward-thinking Advisors tell us that relationships are their key to long-term success.

Parents Worried About Saving for Retirement

There is absolutely no need to become a full-time college planner or change your current structure to participate. You only concentrate on the financial component of college planning, while we do the ‘heavy lifting’ college planning work for you and your client families.

Our programs are specifically designed for financial services professionals and can be custom-tailored to fit any practice. We have the solutions, training, resources, proprietary online platforms, and support to make college planning a virtually seamless addition to your practice.

Not only is college planning the ultimate door-opener and relationship-builder, it’s also a very effective way of implementing a value-added benefit to your practice. More effectively address your clients biggest, most important, concerns – their children’s education and future.

Would you like to hear from other financial professionals and the enormous impact college planning has had on their practice? Listen to the inside scoop directly from Advisors in the field using our programs and processes.

To help you explore the benefits to your prospects, your clients, and your practice, we have compiled an inclusive list of Frequently Asked Questions. Please feel free to visit our FAQ page, or call us directly at: 1.866.360.1488

Join the 1,400+ Advisors who have learned the value of blending their prospects’ immediate needs with their long-term products and services. Watch our recently recorded webinar on the 5 Keys to Long-Term Success.

Measuring success by ‘how’ you help …

Incorporating real college planning into your overall financial conversation can have a ‘major’ impact on the family’s long-term outcome.

Exclusive Referral Network

We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college. All referrals are delivered to participating Advisors in real-time and are protected by an exclusive zip code-driven marketing territory.

The American College Foundation (“ACF”) provides scholarships as well as college preparation and funding guidance for high school students and their parents all across the United States. Thousands of high schools link to the ACF’s website and many use the ACF as a resource for more in-depth college planning procedures.

Through the ACF and as part of their scholarship application process, each year thousands of families also request additional funding and planning assistance from a local, qualified, financial professional with training in college planning. Referrals from the ACF have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs. These are families that are unreachable by others; superior students and their proactive parents who are seeking additional assistance.

Participating Advisors

Referrals to Date

In just over three years using your system, I’ve received over 500 referrals from the exclusive referral program. Talk about over delivering – your program has been far more than I expected.

Dave Owens

Exclusive Referral Network

Participating Advisors

Referrals to Date

We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college. All referrals are delivered to participating Advisors in real-time and are protected by an exclusive zip code-driven marketing territory.

The American College Foundation (“ACF”) provides scholarships as well as college preparation and funding guidance for high school students and their parents all across the United States. Thousands of high schools link to the ACF’s website and many use the ACF as a resource for more in-depth college planning procedures.

Through the ACF and as part of their scholarship application process, each year thousands of families also request additional funding and planning assistance from a local, qualified, financial professional with training in college planning. Referrals from the ACF have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs. These are families that are unreachable by others; superior students and their proactive parents who are seeking additional assistance.

Being able to meet with people who have urgency to talk with me is so refreshing. It has really changed the way I look at things. Thanks, again, for introducing me to this amazing market.

John Rossitto

Exclusive Referral Network

We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college. All referrals are delivered to participating Advisors in real-time and are protected by an exclusive zip code-driven marketing territory.

The American College Foundation (“ACF”) provides scholarships as well as college preparation and funding guidance for high school students and their parents all across the United States. Thousands of high schools link to the ACF’s website and many use the ACF as a resource for more in-depth college planning procedures.

Through the ACF and as part of their scholarship application process, each year thousands of families also request additional funding and planning assistance from a local, qualified, financial professional with training in college planning. Referrals from the ACF have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs. These are families that are unreachable by others; superior students and their proactive parents who are seeking additional assistance.

Participating Advisors

Referrals to Date

These families are so receptive to meet with me and discuss the information I share with them. I was pretty burnt out chasing people who had no urgency. Thanks for making the business fun again.

John Kelly

Contact Us

Find out more about how your prospects, your clients, and your practice ‘all’ benefit!

About

We provide the incredible niche’ marketing solution that allows financial services professionals to systematically take long-term planning needs such as life, annuities, and retirement, and make them immediate-need conversations. 20+ years of hands-on experience, turn-key processes, and seamless integration make our programs top in the financial services industry.